Hi there,
I've got a data set of my customers and I'd to do some RFM (Recency, Recency and Monetary) analysis to determine some meaningful segments for marketing.
The columns for the data are below. You will notice one is called RFM. Values range from 111 to 555.
I'd like to get a visual representation of the data and get some simple RFM analysis - with the aim of providing actionable insights as well as defining segments for automated email sending. The report should be 2-3 pages.
id,email,City,Country,Customer_ID,Department,Firstname,Joomla_ID,Lastname,Membership_Expiry_Date,Mobile,Organisation,Phone,Position,Postcode,RFM,State,Street1,Street2,SyncDate,Token,User_Type,Username,activate,activate_on,allowemail,allowpost,attendance_company,first_name,language,last_name,lead,platform,referral,referral_number,subscription_expiry_date,synd_date,timezone,userAgent,username,tags
Hey,
Since you already have the RFM score in the data, my suggestion is to create the dashboard that would allow you to slice the data based on different criteria say for example based on geography (say region) or demographics etc.
One important representation would be ranking of all customers within the chosen criteria other could be grouping based on score. Now, here an important aspect is to determine what would constitute your 'Gold' customers (555 for example). Since each criteria (R,F,M) is important we could create a mapping table of scores with category and based on that customer groups could be created.
If we could discuss your thoughts in detail, I would be able to suggest many options to visualize the data.
I am an expert in Excel based Dashboards which give the data an elegant visual look. As you would see in my work history here, I have done several dashboards and have been highly rated and recommended for the professional quality work I deliver.
Do let me know if you would like me to work on this project for you and we may discuss the next steps.
Look forward to working with you and thank you for considering my bid.
Regards,
Rishi
Automyze Consulting - The Business Process Automation and Optimization Experts
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Thank you.
I bring with me close to 20 years of experience in Predictive Analytics, Informatics, Visualization and Consulting. Backed by ability to see across multiple domain areas and connect disparate pieces to come up with new ideas. I bring in creativity to solve practical business problems. While I started my career as research assistant undertaking Qualitative Research, in recent past lot of my work has been in the area of Explanatory Research and Predictive Analytics. Bulk of my work has been in the Banking and Financial Services spanning over Retail, Cards and Trade Operations.
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